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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,910 | $167,415+121.6% | $140,514+164.0% | $198,609+86.8% |
| Participation rate | 90.9% | 80.9%+10.0pp | 77.8%+13.1pp | 82.4%+8.5pp |
| Annual return | 9.77% | 13.85%-4.1pp | 14.36%-4.6pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,818 | $4,088-55.5% | $3,378-46.2% | $5,055-64.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,357 | $16,730-85.9% | $13,697-82.8% | $19,030-87.6% |